See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,832 | $136,307-84.7% | $106,619-80.5% | $273,961-92.4% |
| Participation rate | 45.8% | 84.8%-38.9pp | 78.0%-32.2pp | 83.0%-37.2pp |
| Annual return | 12.33% | 11.05%+1.3pp | 9.42%+2.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $582 | $5,190-88.8% | $3,947-85.3% | $4,869-88.0% |
| Participant deferral / active EE | $1,411 | $4,969-71.6% | $3,930-64.1% | $5,287-73.3% |
| Admin fee / account holder | $23,800 | $8,625+176.0% | $6,418+270.8% | $10,132+134.9% |